Jared Brock
Brock Hill Wealth Management · Newton, Massachusetts
Jared Brock is a fee-only financial advisor at Brock Hill Wealth Management in Newton, Massachusetts, who holds the CFP credential. Jared focuses on tax planning, estate & legacy planning and retirement planning. Brock Hill Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
Facts
| Firm | Brock Hill Wealth Management |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $87.0M across 175 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5452396 |
| Exams passed | Series 63 (2018) · Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.brockhillwealth.com |
| Profile |
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Questions about Jared
Is Jared Brock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Brock Hill Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jared charge for financial advice?
Jared's firm, Brock Hill Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jared Brock based?
Jared Brock is based in Newton, Massachusetts.
What does Jared specialize in?
Jared's specialties include tax planning, estate & legacy planning, retirement planning, small business owners and physicians & residents. Jared works with founders, executives and physicians.
What credentials does Jared Brock hold?
Jared Brock holds the CFP credential.
Is Jared Brock registered with the SEC?
Yes. Jared Brock is registered as an investment adviser representative in MA (CRD 5452396), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brock Hill Wealth Management manage?
Brock Hill Wealth Management reports $87.0M across 175 accounts in assets under management.
How do I contact Jared Brock?
Through Jared's website, www.brockhillwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Brock Hill Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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